Level Four Advisory Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.49M | Buy |
15,289
+4,876
| +47% | +$2.07M | 0.24% | 115 |
|
2025
Q1 | $3.76M | Buy |
10,413
+2,747
| +36% | +$992K | 0.15% | 178 |
|
2024
Q4 | $3.08M | Buy |
7,666
+1,285
| +20% | +$516K | 0.13% | 189 |
|
2024
Q3 | $2.39M | Sell |
6,381
-736
| -10% | -$276K | 0.1% | 220 |
|
2024
Q2 | $2.6M | Buy |
7,117
+113
| +2% | +$41.2K | 0.12% | 204 |
|
2024
Q1 | $2.12M | Hold |
7,004
| – | – | 0.12% | 194 |
|
2023
Q4 | $2.12M | Buy |
7,004
+927
| +15% | +$281K | 0.12% | 190 |
|
2023
Q3 | $1.62M | Sell |
6,077
-845
| -12% | -$225K | 0.1% | 214 |
|
2023
Q2 | $1.9M | Buy |
6,922
+1,259
| +22% | +$346K | 0.11% | 195 |
|
2023
Q1 | $1.38M | Sell |
5,663
-1,044
| -16% | -$255K | 0.09% | 224 |
|
2022
Q4 | $1.44M | Buy |
6,707
+2,195
| +49% | +$470K | 0.11% | 199 |
|
2022
Q3 | $949K | Buy |
4,512
+329
| +8% | +$69.2K | 0.09% | 214 |
|
2022
Q2 | $915K | Sell |
4,183
-136
| -3% | -$29.7K | 0.09% | 229 |
|
2022
Q1 | $1.2M | Sell |
4,319
-850
| -16% | -$236K | 0.09% | 215 |
|
2021
Q4 | $1.58M | Buy |
5,169
+3,994
| +340% | +$1.22M | 0.12% | 184 |
|
2021
Q3 | $322K | Sell |
1,175
-413
| -26% | -$113K | 0.03% | 378 |
|
2021
Q2 | $431K | Sell |
1,588
-1,181
| -43% | -$321K | 0.03% | 436 |
|
2021
Q1 | $673K | Sell |
2,769
-3,263
| -54% | -$793K | 0.05% | 329 |
|
2020
Q4 | $1.46M | Buy |
6,032
+199
| +3% | +$48K | 0.12% | 186 |
|
2020
Q3 | $1.27M | Sell |
5,833
-414
| -7% | -$89.8K | 0.1% | 207 |
|
2020
Q2 | $1.2M | Sell |
6,247
-4,018
| -39% | -$771K | 0.09% | 223 |
|
2020
Q1 | $1.54M | Sell |
10,265
-676
| -6% | -$101K | 0.18% | 135 |
|
2019
Q4 | $2.03M | Buy |
10,941
+1,880
| +21% | +$348K | 0.08% | 216 |
|
2019
Q3 | $1.45M | Sell |
9,061
-1,305
| -13% | -$208K | 0.15% | 153 |
|
2019
Q2 | $1.63M | Sell |
10,366
-184
| -2% | -$29K | 0.16% | 140 |
|
2019
Q1 | $1.6M | Sell |
10,550
-11,522
| -52% | -$1.74M | 0.18% | 135 |
|
2018
Q4 | $2.89M | Buy |
22,072
+8,062
| +58% | +$1.06M | 0.36% | 68 |
|
2018
Q3 | $2.19M | Sell |
14,010
-235,154
| -94% | -$36.7M | 0.24% | 95 |
|
2018
Q2 | $35.8M | Sell |
249,164
-23,265
| -9% | -$3.35M | 2.61% | 1 |
|
2018
Q1 | $37.1M | Sell |
272,429
-22,777
| -8% | -$3.1M | 2.87% | 1 |
|
2017
Q4 | $39.8M | Buy |
295,206
+1,075
| +0.4% | +$145K | 3.09% | 1 |
|
2017
Q3 | $36.8M | Buy |
294,131
+271,630
| +1,207% | +$34M | 3.26% | 1 |
|
2017
Q2 | $2.55M | Sell |
22,501
-268,545
| -92% | -$30.4M | 0.39% | 67 |
|
2017
Q1 | $33.1M | Sell |
291,046
-1,412
| -0.5% | -$161K | 3.37% | 1 |
|
2016
Q4 | $30.7M | Buy |
+292,458
| New | +$30.7M | 3.92% | 1 |
|